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S&P 500 EPS is breaking out of a century-long historical growth channel, fueled by AI optimism and share buybacks. Deutsche Bank highlights that while earnings surpass historic booms, questions linge…
Netflix shares are rebounding on rapid ad-tier expansion, with ad revenues projected to double to $3 billion in 2026. Strong Q2 revenue growth of 13%, record $4.7 billion share buybacks, and AI ad in…
JPMorgan shares rallied 20.6% over three months, driven by surging investment banking and trading revenues, resilient net interest income, and solid credit trends. Despite rising expenses, a $50 bill…
JPMorgan Chase outperforms regional competitor Truist Financial due to superior scale, revenue diversification, and balance sheet strength. Supported by a new $50 billion buyback program and planned …
JPMorgan Chase nears a historic $1 trillion market capitalization following record quarterly net income of $21.1 billion and a $50 billion buyback program. While long-term fundamentals and AI investm…
GM posted strong Q2 2026 results, raised full-year guidance, and secured a $4.5B supply chain financing deal led by JPMorgan and Santander to stabilize parts sourcing and cash flow.
Berkshire Hathaway deployed $19.8B in Q2, ending a 3-year selling streak. New CEO Abel boosted Alphabet stake by $10B, acquired Taylor Morrison, and tripled buybacks to $4.5B as profit doubled to $25…
Berkshire Hathaway's cash pile dipped slightly to $360B under new CEO Greg Abel, who net-bought $12B in stocks, including a $10B Alphabet private placement, while facing elevated market valuations.
Berkshire Hathaway's new CEO Greg Abel resumed stock buybacks, spending $4.5B in Q2 and $3.3B more in July, signaling management sees shares undervalued. Operating profits rose 16% YoY, and equity ho…
Berkshire Hathaway, under new CEO Greg Abel, turned net stock buyer in Q2, highlighted by a $10B Alphabet investment for AI infrastructure, resumed buybacks, and reported 16% operating earnings growt…
Article reviews S&P 500's historical dividend vs price returns by decade, noting dividends' shrinking role since 1990s due to buybacks and tech-driven price gains, especially in current AI boom era.
Historical analysis shows dividends contributed roughly one-third of S&P 500 total returns over the past century, though this share has shrunk since the 1990s due to buybacks and AI-driven price gain…
Berkshire Hathaway's Q2 2026 earnings rose to $12.98B as new CEO Greg Abel ramped up buybacks and net stock purchases, ending a 14-quarter selling streak. Alphabet entered Berkshire's top five holdin…
Berkshire Hathaway ended a 14-quarter selling streak, becoming a net stock buyer. Alphabet stake surged 224% to become a top-5 holding, while Apple's portfolio weight fell to 20% from over 50% at its…
Big Tech is shifting from a 'buyback era' to a 'CapEx era' as AI spending soars. Capital expenditures are eclipsing operating cash flow, forcing companies like Alphabet, Amazon, and Meta to cut back …
M&T Bank posted record Q2 earnings, beating EPS estimates by $0.66 with strong loan growth, improved credit quality, and shareholder-friendly buybacks/dividends, though it isn't a tracked ticker dire…
Nvidia forecasted softer fiscal Q3 revenue (~$54B) after strong Q2 growth, citing no H20 AI chip sales to China and export-license uncertainty. Management touted massive long-term AI opportunity and …